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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,118 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,846 | $52,293-60.1% | $178,503-88.3% | $73,412-71.6% |
| Participation rate | 92.4% | 65.3%+27.1pp | 81.9%+10.5pp | 72.2%+20.2pp |
| Annual return | 4.70% | 34.75%-30.1pp | 151.12%-146.4pp | 59.30%-54.6pp |
| Employer contribution / active EE | $1,385 | $1,736-20.2% | $5,011-72.4% | $2,234-38.0% |
| Participant deferral / active EE | $1,445 | $2,333-38.1% | $5,202-72.2% | $3,806-62.0% |
| Admin fee / account holder | $5 | $127-96.2% | $13,987-100.0% | $158-96.9% |